Fisher Asset Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8M | Sell |
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|
2025
Q1 | $20.6M | Buy |
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|
2024
Q4 | $16.3M | Buy |
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|
2024
Q3 | $4.29M | Buy |
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|
2024
Q2 | $3.55M | Sell |
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|
2024
Q1 | $4.22M | Buy |
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|
2023
Q4 | $3.78M | Sell |
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|
2023
Q3 | $3.28M | Buy |
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|
2023
Q2 | $3.04M | Sell |
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|
2023
Q1 | $2.99M | Buy |
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|
2022
Q4 | $2.96M | Buy |
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|
2022
Q3 | $1.29M | Buy |
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